IDU ISHARES DOW JONES USETF

Ownership history in Advisory Services Network, LLC  ·  35 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES DOW JONES USETF (IDU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.49% (2013 Q2)
Avg. % of fund
0.18%
First filed
2013 Q1
Last filed
2025 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 823 -2,202 -72.8% 0.00% $91K $109.64
2023 Q4 REDUCED 3,025 -7,630 -71.6% 0.01% $242K $75.91
2023 Q3 REDUCED 10,655 -9 -0.1% 0.02% $784K $69.35
2023 Q2 ADDED 10,664 +2,450 +29.8% 0.02% $872K $76.40
2023 Q1 ADDED 8,214 +6,170 +301.9% 0.02% $688K $77.83
2022 Q4 REDUCED 2,044 -608 -22.9% 0.01% $177K $79.93
2022 Q1 ADDED 2,652 +34 +1.3% 0.01% $241K $82.59
2021 Q4 ADDED 2,618 +554 +26.8% 0.01% $232K $79.79
2021 Q2 REDUCED 2,064 -4,962 -70.6% 0.01% $162K $69.97
2021 Q1 ADDED 7,026 +18 +0.3% 0.02% $559K $70.44
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% of Fund (quarterly)    IDU price (monthly, adj. close)
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